> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-project-manager/user-guide/my-crm.md).

# My CRM

The **My CRM** section provides a user-centric view of projects, tasks, and timesheets. Instead of viewing information on a project-by-project basis, users can view all records associated with the currently logged-in user from a single location.

#### Overview

A dedicated **Projects** tab is available within **My CRM**, providing quick access to the user's project-related information.

The section includes separate tabs for:

* **Projects** – Displays projects where the current user is assigned as the **Project Manager**.
* **Tasks** – Displays tasks assigned to the current user.
* **Timesheets** – Displays timesheet entries logged by the current user.

Using the standard Sage CRM user selection available in the top frame, users can also view the Projects, Tasks, and Timesheets associated with other CRM users.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F0OlcbVyHS49b37f4hruR%2FTimesheet.png?alt=media&amp;token=caf5025a-06a2-482c-b757-c48c514f258d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FYaPqEkBP8qIvB4RZboXU%2FMy%20Task.png?alt=media&amp;token=8f1c4cc0-966e-470a-8c1f-b699da30c141" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FexXLBudwqcWIve103ovR%2FMy%20projects.png?alt=media&amp;token=fffeda44-c0db-40cc-95e5-665a6fe84926" alt=""><figcaption></figcaption></figure>

### Project Workflow & Escalation

CRM Project Manager includes a configurable workflow that manages project progression through different stages. The default workflow can be used as provided or customized to meet specific business requirements.

#### Viewing the Project Workflow

To view the Project Workflow:

1. Navigate to **Administration → Advanced Customisation → Workflow**.
2. Select **Project Workflow** to view the workflow details.

The workflow can be modified to support organization-specific project processes.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FSF4A5e3cmC8kccicIf3x%2FWorkflow.png?alt=media&amp;token=217119a5-016b-41ef-bca3-4b157f7c0439" alt=""><figcaption></figcaption></figure>

#### Workflow Validation Functions

Project Manager provides two workflow functions that help enforce project controls before allowing a project to progress through the workflow.

**CheckForDueTasks()**

The **CheckForDueTasks()** function checks whether any project tasks are overdue.

If overdue tasks are found:

* A notification is displayed on the **Project Summary** screen.
* The project cannot progress further through the workflow until the overdue tasks have been completed.

**CheckForMilestones()**

The **CheckForMilestones()** function validates that all tasks preceding a specified milestone have been completed.

If incomplete tasks are identified:

* An error message is displayed on the **Project Summary** screen.
* The project cannot move to the next workflow stage until the required tasks have been completed.

#### Task Due Date Notifications

As project tasks approach their due dates, Project Manager automatically displays on-screen notifications to alert users that the task is nearing its deadline. These notifications help users monitor upcoming work and complete tasks on schedule.